SalesBuilder Plus Reviews & Product Details

It's a good tool to use if you are looking for potential clients. UI is great and simple. It's also loaded with features that you can use. Review collected by and hosted on G2.com.

None so far. Only thing I would suggest is improvement in design Review collected by and hosted on G2.com.

It helps create complex sales proposals with organization and efficiency. It provides a comprehensive view of the customer journey from lead generation to post-sale service. It integrates with other construction software such as BuildTopia and Procore. It offers a free trial and flexible pricing options. Review collected by and hosted on G2.com.

It can be slow and cumbersome depending on the internet bandwidth. It has a steep learning curve for some users. It lacks some features such as bid management, construction estimating, and field service management. Review collected by and hosted on G2.com.

SalesBuilder Plus offers a clean interface and provides detailed insights into sales team performance. I really like the customizable dashboards and easy access to key KPIs that help our team make data-driven decisions quickly. Review collected by and hosted on G2.com.

Sometimes the initial loading time can be a bit slow, especially when generating detailed reports. Also, integration with some CRMs could be more seamless—it requires a bit of manual effort. Review collected by and hosted on G2.com.

I love the ease of use when it comes to UI and sharing with other stakeholders. Review collected by and hosted on G2.com.

It can freeze up often and I wish there were workarounds for that glitch. Review collected by and hosted on G2.com.

SalesBuilder Plus simplifies the sales process for builders and contractors by improving the efficiency of proposal creation and client management. It increases productivity by combining sales, marketing, and customer service capabilities into a single platform. Review collected by and hosted on G2.com.

SalesBuilder Plus might offer limited customization options, which could be constraining for businesses with specific requirements. Moreover, some users may experience a less seamless integration with other tools and systems than expected. Review collected by and hosted on G2.com.

The best part about SalesBuilder Plus is its comprehensive integration with other essential construction management tools, making it a highly efficient and versatile solution for home builders and contractors. The software integrates with Microsoft Word, Excel, and Outlook, allowing seamless generation of contracts, emails, and reports. Review collected by and hosted on G2.com.

Due to its comprehensive features and integrations, new users might face a steep learning curve. It may require substantial training to fully leverage all its capabilities​. Review collected by and hosted on G2.com.

- Lead Management

- Sales Pipeline: Visualize the sales funnel and monitor progress at every stage.

- Customer Relationship Management

- Document Management: Store and organize important documents like contracts, proposals, and correspondence. Review collected by and hosted on G2.com.

-Steep Learning Curve

- Pricing

- Customization Review collected by and hosted on G2.com.

Its CRM features where users can manage customer interactions from lead level to winning opportunity, sales and marketing. The best part of this tool is its seamless user interface and its integration with MS office apps. Review collected by and hosted on G2.com.

If pricing can be reduced then it would be best in its category. Also, Dashboard needs some more improvements. More data points can be displayed here. Review collected by and hosted on G2.com.

User Friendly - User defined pick lists

Good Integration with Microsoft word, excel and outlook

Multi tasking for each client

helps in exporting email addresses

helps to sync notes and attachments

imports client information from csv, excel

Helps to track lead source and job opportunities Review collected by and hosted on G2.com.

Could improve importing options from different locations

Could improve tracking sales

More reporting and dashboards customization should be given Review collected by and hosted on G2.com.

I love being able to connect to Microsoft office with ease. Great features Review collected by and hosted on G2.com.

Not as user-friendly as I wanted to be. Spend a lot of time looking for what I needed. Review collected by and hosted on G2.com.